LPAM
SCHX icon

Lodestar Private Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lodestar Private Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2M Buy
550,784
+4,115
+0.8% +$118K 1.4% 24
2026
Q1 		$14M Buy
546,669
+24,492
+5% +$657K 1.38% 24
2025
Q4 		$14.1M Buy
522,177
+2,584
+0.5% +$69K 1.41% 21
2025
Q3 		$13.7M Sell
519,593
-11,235
-2% -$285K 1.43% 19
2025
Q2 		$13M Buy
530,828
+15,677
+3% +$354K 1.49% 19
2025
Q1 		$11.4M Buy
515,151
+19,962
+4% +$465K 1.43% 19
2024
Q4 		$11.5M Sell
495,189
-9,594
-2% -$224K 1.44% 18
2024
Q3 		$11.4M Buy
504,783
+12,453
+3% +$271K 1.45% 20
2024
Q2 		$10.5M Sell
492,330
-13,563
-3% -$280K 1.45% 19
2024
Q1 		$10.5M Buy
505,893
+1,932
+0.4% +$38K 1.49% 18
2023
Q4 		$9.47M Buy
503,961
+15,141
+3% +$266K 1.45% 18
2023
Q3 		$8.24M Buy
488,820
+15,705
+3% +$276K 1.41% 18
2023
Q2 		$8.26M Sell
473,115
-3,903
-0.8% -$64.4K 1.39% 20
2023
Q1 		$7.69M Sell
477,018
-7,797
-2% -$123K 1.37% 21
2022
Q4 		$7.3M Buy
+484,815
New +$7.34M 1.4% 22

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Lodestar Private Asset Management's SCHX Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.75% in Q2 2026, buying an estimated $118K and bringing the position to 550,784 shares worth $16.2M. The position accounts for 1.4% of the portfolio, ranked #24.

Lodestar Private Asset Management first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Lodestar Private Asset Management held 550,784 shares of Schwab US Large- Cap ETF worth $16.2M as of Q2 2026.
  • Lodestar Private Asset Management bought 4,115 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $118K.
  • Schwab US Large- Cap ETF made up 1.4% of Lodestar Private Asset Management's portfolio in Q2 2026, its #24 holding.
  • Lodestar Private Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.